| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
| WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
| BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 11 |
| ROYAL BANK OF CANADA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
| OSAIC HOLDINGS, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
| JANE STREET GROUP, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
| UBS Group AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
| Asset Dedication, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
| Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| COOKSON PEIRCE & CO INC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 8 |
| CGN Advisors LLC | 7 | 7 | 0.23% | 0.26% | 0.31% | Q2 2022 | Q4 2023 | 7 |
| MORGAN STANLEY | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
| CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| LPL Financial LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| FOCUS Wealth Advisors, LLC | 5 | 5 | 0.18% | 0.21% | 0.23% | Q1 2022 | Q1 2023 | 5 |
| Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.02% | 0.08% | Q3 2022 | Q3 2023 | 5 |
| Sterling Financial Group, Inc. | 4 | 4 | 0.22% | 0.30% | 0.39% | Q4 2022 | Q3 2023 | 4 |
| Atlantic Union Bankshares Corp | 4 | 4 | 0.05% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
| Insight Wealth Partners, LLC | 4 | 4 | 0.69% | 1.45% | 3.16% | Q4 2022 | Q3 2023 | 4 |
| IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Capital Analysts, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| ENVESTNET ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Gradient Capital Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q2 2023 | 3 |
| Legacy Private Trust Co. | 3 | 3 | 0.02% | 0.06% | 0.11% | Q1 2023 | Q3 2023 | 3 |
| Key FInancial Inc | 3 | 3 | 0.10% | 0.38% | 0.52% | Q1 2023 | Q3 2023 | 3 |
| AE Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Steward Partners Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
| Addison Advisors LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
| STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
| HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| FLOW TRADERS U.S. LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
| Farmer Steven Patrick | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
| Horizons Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
| BENJAMIN EDWARDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
| BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| Envision Financial Planning, LLC | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCH TRD SLF IDX FD or have owned INVESCO EXCH TRD SLF IDX FD in the past.